| Bessemer Group Inc | 1,439 | $187.0K | 0.00% | −251−14.9% | Reduced |
| Parallel Advisors, LLC | 1,436 | $187.0K | 0.01% | +427+42.3% | Added |
| Vigilant Capital Management, LLC | 1,350 | $176.0K | 0.01% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 1,319 | $172.0K | 0.08% | +1,319 | New |
| Sentry Investment Management LLC | 1,256 | $164.0K | 0.04% | 00.0% | Unchanged |
| CWM, LLC | 1,203 | $157.0K | 0.00% | +1,203 | New |
| Exchange Traded Concepts, LLC | 1,176 | $153.0K | 0.00% | +810+221.3% | Added |
| Alpha Paradigm Partners, LLC | 1,131 | $147.0K | 0.06% | −2,230−66.3% | Reduced |
| American Portfolios Advisors | 1,022 | $133.1K | 0.00% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 991 | $129.0K | 0.02% | +991 | New |
| Loomis Sayles & Co L P | 985 | $128.0K | 0.00% | −22−2.2% | Reduced |
| Quadrant Capital Group LLC | 985 | $128.0K | 0.02% | +149+17.8% | Added |
| Belpointe Asset Management LLC | 985 | $128.0K | 0.01% | +985 | New |
| Carroll Financial Associates, Inc. | 889 | $113.0K | 0.01% | −510−36.5% | Reduced |
| Clearstead Advisors, LLC | 840 | $109.0K | 0.01% | −280−25.0% | Reduced |
| Deseret Mutual Benefit Administrators | 822 | $107.0K | 0.02% | 00.0% | Unchanged |
| Trust Co of Vermont | 800 | $104.0K | 0.01% | +800 | New |
| GraniteShares Advisors LLC | 760 | $98.0K | 0.05% | +760 | New |
| Desjardins Global Asset Management Inc. | 745 | $97.0K | 0.01% | +745 | New |
| Graves-Light Private Wealth Management, Inc. | 736 | $96.0K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 724 | $94.0K | 0.00% | +133+22.5% | Added |
| Huntington National Bank | 717 | $93.0K | 0.00% | −15−2.0% | Reduced |
| Western Pacific Wealth Management, LP | 700 | $91.0K | 0.06% | +700 | New |
| First Horizon Advisors, Inc. | 653 | $84.0K | 0.00% | +118+22.1% | Added |
| Monolith Advisors | 616 | $80.0K | 0.06% | +616 | New |
| FinTrust Capital Advisors, LLC | 600 | $78.0K | 0.02% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 584 | $76.0K | 0.02% | 00.0% | Unchanged |
| Washington Trust Co | 576 | $75.0K | 0.00% | −41−6.6% | Reduced |
| Tobam | 555 | $72.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 500 | $65.0K | 0.02% | 00.0% | Unchanged |
| First Financial Corp | 460 | $60.0K | 0.04% | 00.0% | Unchanged |
| Concord Wealth Partners | 457 | $60.0K | 0.01% | +82+21.9% | Added |
| Salem Investment Counselors Inc | 452 | $59.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 440 | $57.0K | 0.00% | +440 | New |
| CoreCap Advisors, LLC | 404 | $53.0K | 0.00% | +404 | New |
| Benjamin F. Edwards & Company, Inc. | 388 | $51.0K | 0.00% | +183+89.3% | Added |
| Snowden Capital Advisors LLC | 362 | $47.0K | 0.00% | −4,194−92.1% | Reduced |
| KRS Capital Management, LLC | 365 | $47.0K | 0.04% | +365 | New |
| Ellevest, Inc. | 346 | $45.0K | 0.00% | +38+12.3% | Added |
| EverSource Wealth Advisors, LLC | 329 | $43.0K | 0.01% | +329 | New |
| Signet Financial Management, LLC | 325 | $42.0K | 0.01% | +325 | New |
| Caldwell Trust Co | 300 | $39.1K | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 299 | $38.3K | 0.00% | +299 | New |
| NEXT Financial Group, Inc | 290 | $38.0K | 0.00% | +99+51.8% | Added |
| Ten Capital Wealth Advisors, LLC | 279 | $36.0K | 0.01% | +279 | New |
| Parkside Financial Bank & Trust | 251 | $33.0K | 0.01% | +3+1.2% | Added |
| NewSquare Capital LLC | 250 | $33.0K | 0.00% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 252 | $33.0K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 254 | $32.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 234 | $31.0K | 0.01% | 00.0% | Unchanged |
| Cordasco Financial Network | 216 | $28.0K | 0.02% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 210 | $27.3K | 0.02% | +210 | New |
| Achmea Investment Management B.V. | 205 | $26.0K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 200 | $26.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 182 | $24.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 183 | $24.0K | 0.00% | +70+61.9% | Added |
| Fred Alger Management, LLC | 176 | $23.0K | 0.00% | +176 | New |
| City Holding Co | 200 | $22.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 151 | $20.0K | 0.00% | +38+33.6% | Added |
| Tradewinds Capital Management, LLC | 150 | $20.0K | 0.00% | +150 | New |
| HHM Wealth Advisors, LLC | 145 | $19.0K | 0.00% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 150 | $19.0K | 0.01% | +150 | New |
| CVA Family Office, LLC | 135 | $18.0K | 0.00% | +135 | New |
| First Quadrant L P | 132 | $17.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 128 | $16.0K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 122 | $16.0K | 0.00% | +122 | New |
| Benjamin Edwards Inc | 113 | $15.0K | 0.00% | +16+16.5% | Added |
| Chilton Capital Management LLC | 112 | $15.0K | 0.00% | +112 | New |
| Glassman Wealth Services | 108 | $14.0K | 0.00% | +11+11.3% | Added |
| HM Payson & Co | 100 | $13.0K | 0.00% | −400−80.0% | Reduced |
| Bogart Wealth, LLC | 99 | $13.0K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 97 | $13.0K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 100 | $13.0K | 0.03% | +100 | New |
| Tyler-Stone Wealth Management | 101 | $13.0K | 0.01% | +101 | New |
| Dark Forest Capital Management LP | 94 | $12.0K | 0.00% | −688−88.0% | Reduced |
| Earnest Partners LLC | 90 | $12.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 89 | $12.0K | 0.00% | −4−4.3% | Reduced |
| Freedman Financial Associates, Inc. | 94 | $12.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 90 | $12.0K | 0.00% | +90 | New |
| Covestor Ltd | 88 | $12.0K | 0.02% | +88 | New |
| Sutton Wealth Advisors Inc. | 82 | $10.7K | 0.00% | −7−7.9% | Reduced |
| McDonald Partners LLC | 79 | $10.3K | 0.01% | +79 | New |
| Absolute Capital Management, LLC | 79 | $10.3K | 0.01% | +79 | New |
| American Research & Management Co. | 80 | $10.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 73 | $10.0K | 0.00% | −1−1.4% | Reduced |
| Motley Fool Asset Management LLC | 76 | $10.0K | 0.00% | +76 | New |
| Confluence Wealth Services, Inc. | 84 | $10.0K | 0.00% | +84 | New |
| West Paces Advisors Inc. | 75 | $9.77K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 72 | $9.00K | 0.00% | −146−67.0% | Reduced |
| TCI Wealth Advisors, Inc. | 66 | $9.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 72 | $9.00K | 0.00% | +72 | New |
| BerganKDV Wealth Management, LLC | 58 | $8.00K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 63 | $8.00K | 0.00% | +63 | New |
| Cranbrook Wealth Management, LLC | 53 | $7.00K | 0.00% | −15−22.1% | Reduced |
| Tarbox Family Office, Inc. | 56 | $7.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 54 | $7.00K | 0.00% | +3+5.9% | Added |
| Whittier Trust Co | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 48 | $6.00K | 0.00% | −105−68.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 41 | $5.00K | 0.00% | −400−90.7% | Reduced |
| Creative Financial Designs Inc | 37 | $5.00K | 0.00% | −115−75.7% | Reduced |